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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Brian Akins (CRD# 6033499) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 11 years of experience in the finance industry.
David Alanis (CRD# 6713789) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 7 years of experience in the finance industry.
Kyle Albright (CRD# 6505032) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 8 years of experience in the finance industry.
Adam Alinowski (CRD# 4821478) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 16 years of experience in the finance industry.
Darius Allen (CRD# 6603260) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 8 years of experience in the finance industry.
Kathryn Allen (CRD# 5934449) is an Investment Advisor Representative working at Allen Wealth Advisors in Colleyville, TX and has over 12 years of experience in the finance industry. Kathryn Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Allen (CRD# 5080232) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 17 years of experience in the finance industry.
Benjamin Almeda (CRD# 4804925) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 13 years of experience in the finance industry.
Andrew Alsobrook (CRD# 5067685) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 18 years of experience in the finance industry.
Cassandra Altom (CRD# 4938257) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Westlake, TX and has over 18 years of experience in the finance industry.